Our Blog - Surety Matters

Meta what? As most of us scramble to leverage current technology to improve our businesses and lives, some experts are thinking forward about the implications of technology on the work of sponsoring and administering retirement…
Read Moreabout Predictions: Enhanced Transparency?

  Are the funds carefully being invested into retirement accounts every pay period producing a return? Statistics on the average balances in 401(k) plans at the end of 2021 indicate: yes! Balances are up. Additionally,…
Read Moreabout Retirement Plans: How Are We Doing?

  Pandemic fatigue is a given. Now, it seems, many workers are experiencing decision making fatigue—and it follows them to work. Although surveys among retirement plan participants indicate a relatively high level of confidence related…
Read Moreabout Decision Making Fatigue?

  Working with a lawyer to set up a revocable living trust is a smart way to plan both for your own needs as you age and to ensure a smooth and timely distribution of…
Read Moreabout Funding a Revocable Living Trust?

  Estate planning experts encourage extra diligence for blended families in which the spouses married after adult children have been raised. Generally, it’s not that bad intent results in problems. Instead, unintended consequences tend to…
Read Moreabout Remarried With Adult Children?

We’ve all heard of estate sales and maybe even picked up a treasure or two while attending one. But, like everything about his legend, James Brown’s recent estate sale is unique: his entire estate was…
Read Moreabout Estate Sold: James Brown

  Let’s say Mom left the family home equally to all of the adult children, specifying that the child who had been living with her and caring for her in later years could stay for…
Read Moreabout Forcing a Sibling To Move Out?

  Employers are increasingly using both automatic enrollment and automatic escalation to encourage retirement savings. Increased retirement savings is critical as life spans—and the cost of living—rise, and both employers and employees are seeing the…
Read Moreabout Keeping Up? 401k Trends

  Legal experts predict that 2022 will be another hot year for ERISA litigation, particularly related to retirement plans. With more firms now working for plaintiffs and drawing on established precedent, cases continue to widen…
Read Moreabout Start Solid: ERISA Law 2022